Baron Small Cap Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1997 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -0.8 | -0.4 | 4.35 | 0 |
1998 | -0.87 | 9.3 | 6 | 3.8 | -4.48 | 1.96 | -8.02 | -22.71 | 1.18 | 2.21 | 8.41 | 10.48 | 2.2 |
1999 | 11.29 | -4.01 | 5.59 | 5.97 | 3.33 | 2.61 | 4.34 | -4.66 | 0.6 | 5.16 | 10.6 | 15.76 | 70.8 |
2000 | -8.17 | 6.84 | 1.02 | -8.24 | -2.99 | 12.66 | -2.12 | -0.17 | -8.18 | 0.25 | -13.78 | 6.95 | -17.6 |
2001 | 6.64 | -6.81 | -8.21 | 8.87 | 3.76 | 5.7 | -4.76 | -4.27 | -11.63 | -0.47 | 11.08 | 8.41 | 5.2 |
2002 | 1.18 | 0.39 | 7.31 | 4.16 | -0.52 | -4.89 | -11.14 | -2.41 | -3.11 | -0.66 | 5.14 | -4.16 | -9.6 |
2003 | -0.52 | -2.18 | 3 | 8.13 | 6.14 | 4.16 | 4.99 | 5.23 | -2.49 | 8.69 | 0.69 | -1.75 | 38.8 |
2004 | 3.77 | 0.57 | 2.74 | 2.86 | 0.1 | -1.32 | -6.13 | -1.69 | 2.79 | 4.12 | 6.96 | 6.15 | 22.2 |
2005 | -0.63 | 1.5 | -0.4 | -4.46 | 3.07 | 4.99 | 4.54 | -2.71 | -1.03 | -4.81 | 6.64 | 2.12 | 8.4 |
2006 | 6.73 | -0.2 | 4.5 | -0.5 | -5.69 | -1.32 | -6.45 | 2.24 | 3.28 | 5.81 | 2.87 | 0.93 | 11.8 |
2007 | 3.9 | -0.72 | 0.68 | 2.07 | 3.88 | 0.08 | -4.21 | 0.83 | 4.81 | 5.5 | -2.64 | -2.45 | 11.8 |
2008 | -9.32 | -3.56 | -1.25 | 5.05 | 3.19 | -9.55 | 0.45 | 2.81 | -10.27 | -19.41 | -10.68 | 5.79 | -40.2 |
2009 | -7.09 | -8.01 | 8.05 | 14.07 | 3.47 | 1.93 | 5.18 | 2.7 | 5.09 | -3.17 | 3.34 | 7.18 | 35.3 |
2010 | -3.17 | 2.52 | 6.17 | 5.52 | -6.4 | -6.03 | 5.94 | -5.41 | 10.7 | 3.01 | 4.32 | 5.88 | 23.5 |
2011 | 2.27 | 5.43 | 2.07 | 2.9 | -0.74 | -0.6 | -2.78 | -8.25 | -12.07 | 13.39 | -0.23 | -0.74 | -1.6 |
2012 | 5.49 | 4.96 | 2.4 | 1 | -7.77 | 3.19 | -2.76 | 5.31 | 2.15 | -0.92 | 2.16 | 2.26 | 18 |
2013 | 6.33 | 1.08 | 4.75 | -0.07 | 2.34 | -0.6 | 5 | -0.98 | 5.22 | 3.72 | 2.39 | 3.63 | 37.8 |
2014 | -3.51 | 4.83 | -2.1 | -3.72 | 1.9 | 4.79 | -5.25 | 4.59 | -4.05 | 4.01 | 1.06 | -0.04 | 1.7 |
2015 | -2.07 | 6.47 | 1.32 | -2.22 | 0.78 | 0.06 | 0.23 | -6.38 | -6.82 | 5.47 | 1.59 | -3.1 | -5.4 |
2016 | -9.44 | -0.04 | 7.33 | 2.23 | 2.39 | 0.24 | 4.21 | 2.2 | -0.07 | -3.3 | 4.91 | -0.12 | 10 |
2017 | 1.93 | 4.49 | 1.85 | 2.98 | 2.15 | 1.42 | 1.6 | -0.37 | 3.17 | 2.35 | 1.99 | 0.93 | 27.3 |
2018 | 4.83 | -2.73 | 0.83 | -0.69 | 4.7 | 2.31 | 2.9 | 6.46 | -0.82 | -12.29 | 1.24 | -12.24 | -7.4 |
2019 | 12.16 | 7.52 | 2.04 | 4.82 | -7.09 | 7.7 | 0.16 | -3.04 | -1.9 | 2.79 | -3.77 | 0.82 | 22.6 |
2020 | 6.81 | 6.78 | 3.32 | 12.88 | 16.31 | -20.3 | -5.43 | 1.67 | -10 | -3.14 | 14.38 | 6.11 | 25.4 |
2021 | -12.29 | 4.9 | -0.73 | 20.04 | -3.34 | 2.92 | 1.99 | 4.52 | -5.02 | 7.03 | -15.25 | 2.58 | 2.7 |
2022 | -14.06 | -3.11 | 1.21 | -9.31 | -3.22 | -7.32 | 10.29 | -3.5 | -9.53 | 8.21 | 3.63 | -12.07 | -34.9 |
2023 | 12.55 | -1.05 | -1.79 | -1.04 | -3.49 | 11.39 | 3.49 | -1.18 | -5.29 | -7.38 | 10.97 | 6.06 | 22.9 |
2024 | -2.54 | 12.4 |